Jun 27, 2017 | Estate Planning, Real Estate
It seems every local paper, financial network, or informative media source is reporting about the historically low interest rates, the fear of near zero or negative interest rates, and the discussion of economic growth because of these conditions. What does this...
Mar 29, 2017 | Estate Planning, IRA, Retirement, Roth IRA, Self Directed IRA
So you’ve inherited your spouse’s IRA. What you do now could have far-reaching tax implications. The one thing you cannot do is sit on your hands. Why? Because if you fail to withdraw at least the required minimum amount from your inherited IRA, you will be charged a...
May 11, 2016 | Estate Planning, Retirement
BankInvestmentConsultant article by Charles Paikert Increasing life expectancies and better health among seniors will change how retirement planners advice older clients, BankInvestmentConsultant writes. Living Longer and Betterretirement planning People are living...
Apr 13, 2016 | Estate Planning, IRA
By Lacey Kessler, Contributor Setting up a trust as an IRA beneficiary has advantages and potential pitfalls. The primary purpose of IRAs is to provide for the retirement needs of the original owner. However, IRAs have also become a useful tool in estate planning, and...
Sep 16, 2015 | Estate Planning, IRA
Time Money article by Don Cloud Recently, a client came to me after her husband had died. She was 48 years old and was seeking guidance on how to handle her newly inherited assets. Her husband left her an IRA of about $100,000. Knowing that she would need the...
Jul 4, 2015 | Estate Planning, Investments, Retirement
Dan Caplinger, The Motley Fool It takes most people their entire career to save up enough money to retire comfortably by using IRAs and other retirement accounts to help them make the most of their investments. Yet when it comes time to take money out of an IRA,...
